THE EMONEY WEALTH PLANNING PROCESS
We Start with Your Life and Plan Your Money Around It
The planning process is essential to the investment process and can help you answer the most critical of financial questions, How are we doing?
An eMoney plan helps to uncover goals, determine which take priority over others, then tracks your progress toward achieving them. Whether it be saving for retirement, saving for your child or grandchild’s education, buying a second home or simply leaving a financial legacy for your heirs or favorite charities, the eMoney process can give you the clarity and the confidence to keep you headed in the right direction no matter what unforeseen twists or turns lie ahead
The planning process takes into account the whole picture of your financial life, helping plan holders feel better prepared for retirement.
The eMoney program is an indispensable part of our planning. It’s the way we do business: remaining focused on what is most important to you, helping you achieve your goals and then help you monitor your progress toward them.
The eMoney Wealth Planning Process Helps Clients Stay on Track
Contact Us to learn more about the eMoney process and schedule a time to meet.
IMPORTANT: The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.